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OFI Invest Asset Management’s Otis Worldwide OTIS Stock Holding History

OFI Invest Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-410
Closed -$36.7K – 392
2024
Q4 		$36.7K Buy
+410
New +$41.1K ﹤0.01% 340
2024
Q2 		$32.3M Sell
359,670
-7,545
-2% -$727K 0.86% 36
2024
Q1 		$33.8M Buy
367,215
+15,371
+4% +$1.42M 0.92% 35
2023
Q4 		$28.5M Sell
351,844
-3,447
-1% -$287K 0.96% 38
2023
Q3 		$27M Sell
355,291
-126,171
-26% -$10.8M 0.97% 35
2023
Q2 		$42.9M Sell
481,462
-14,273
-3% -$1.2M 1.7% 16
2023
Q1 		$41.8M Buy
+495,735
New +$41M 1.77% 16

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OFI Invest Asset Management's OTIS Position: Q1 2025 in Review

OFI Invest Asset Management sold out of Otis Worldwide (OTIS) in Q1 2025, closing a stake of 410 shares — an estimated $36.7K sold.

OFI Invest Asset Management first reported a position in OTIS in Q1 2023 and held it in 7 quarters. The position peaked at $42.9M in Q2 2023. 1,245 funds tracked by Wall St. Rank hold OTIS as of Q1 2025.

  • OFI Invest Asset Management reported no remaining Otis Worldwide position as of Q1 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 410 Otis Worldwide shares in Q1 2025, an estimated $36.7K.
  • OFI Invest Asset Management first reported a position in Otis Worldwide in Q1 2023 and held it in 7 quarters.
  • OFI Invest Asset Management's Otis Worldwide position peaked at $42.9M in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2025.

Based on OFI Invest Asset Management's 13F filing for Q1 2025, filed 9 May 2025.